TVAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +14.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 18.95M | $789.78M | +4 | −5 |
| Q1 2026 | 18 | 0 | 13.63M | $493.28M | +1 | −1 |
| Q4 2025 | 18 | -1 | 11.94M | $420.92M | n/a | −1 |
| Q3 2025 | 4 | +1 | 10.79M | $368.81M | +1 | n/a |
| Q2 2025 | 1 | 0 | 10.25M | $336.54M | n/a | n/a |
| Q1 2025 | 1 | +1 | 8.94M | $283.23M | +1 | n/a |
| Q3 2024 | 1 | +1 | 40.77K | $1.30M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 12.12M | +8.6% | $438.85M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 544.32K | +18819.5% | $19.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 214.83K | +135.4% | $7.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 166.87K | -4.6% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 131.17K | +22.1% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 99.71K | -3.8% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 79.93K | +39.1% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 69.80K | +576.7% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 43.94K | Nieuw | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 40.52K | -50.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 27.10K | +0.3% | $980,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 25.00K | 0.0% | $904,500 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 23.71K | -46.3% | $857,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 19.47K | +56.8% | $704,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 17.90K | +203.7% | $647,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 814 | +178.8% | $29,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 629 | +4.8% | $22,757 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 105 | -97.2% | $4,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $1.59M | 0.0% |
Verlaten
| Citadel Advisors | $1.22M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 15.10M aandelen, $106.57M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.